See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,135 | $162,781-83.9% | $133,956-80.5% | $158,922-83.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 14.72% | 41.94%-27.2pp | 45.09%-30.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $6,291 | $4,975+26.4% | $3,919+60.5% | $4,761+32.1% |
| Participant deferral / active EE | $4,550 | $5,911-23.0% | $5,048-9.9% | $5,982-23.9% |
| Admin fee / account holder | $39,133 | $11,736+233.4% | $8,927+338.4% | $11,246+248.0% |